+52.3%
HOOD vs VG
-44.6%
+96.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.2% |
| 7D | -3.8% | +14.0% | -17.7% | -5.4% |
| 30D | -23.0% | -1.0% | -22.0% | -23.1% |
| 3M | -21.6% | -2.7% | -18.9% | -22.0% |
| 6M | +1.4% | +1.5% | 0.0% | -1.3% |
| YTD | -31.2% | +93.7% | -124.9% | -47.5% |
| 1Y | -35.9% | +68.5% | -104.5% | -49.2% |
| All | +52.3% | -44.6% | +96.9% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling